Turn Key Digital Marketing Processes with Jonathan Musgrave

Jonathan Musgrave has been building turn-key digital marketing processes for agents for years.  Using a combination of targeted traffic and an optimized digital marketing process, he delivers only the hottest of prospects to his agent clients. In this episode learn: 1) What it looks like to build a turn-key digital marketing strategy. 2) Facebook ads best practices. […]

Selling Indexed Universal Life Insurance Over The Phone With Brett Kitchen

Brett Kitchen has the most experience of marketing and selling Indexed Universal Life Insurance (IUL) over the phone the phone of anyone I know.  He’s also authored the book “Wealth Beyond Wall Street” and has a program to train and help agents sell IUL over the phone. In this episode learn: 1) How to identify the […]

Habits of Successful Life Insurance Telesales Agents

Todd Ewing has the most direct to consumer telesales experience that I know of in the industry and he shares his 7 habits of successful life insurance telesales in this episode. At-A-Glance Success: * Produced over $1 billion in premium * Supervised over 500,00 paid policies * Created and built 3 start-up agencies As an […]

Online Sales Funnels To Generate Appointments and Leads

Jovan Will from works with top financial advisors across the country to prosper in the digital age.  We talk in detail about his marketing strategies to get appointments to market annuities and other financial products.   Some agents are even selling annuities 100% over the phone and doing very, very well.   In this episode […]

Final Expense Sales Techniques and Lead Programs

The market for final expense is just getting bigger as more and more baby boomers are aging into retirement.  This week we’re bringing in David Duford from to discuss how he teaches final expense agents to grow their business.  We’ll cover lead programs, sales techniques and general advice on how you can sell more […]

Advice For Life Insurance Agents Transitioning to Telesales

If I had to start all over again, this article will outline what I would do. I’ll preface this by saying that with so many advances in technology and consumer purchasing trends, what I write below may change as technology matures and we see observe other trends. With that said, I’ll group my personal advice […]

Integrating Direct Mail in Your Life Insurance Business

Shaun Caldwell makes a great case to implement direct mail in your business.   As the internet continues to provide increasing access to more products, the need for direct mail will grow as means to differentiate brands and sustain existing customer relationships.  In this episode we discuss” In this episode learn: 1. The risks in […]

Innovating in Life Insurance with Gregory Bailey

Gregory was recently named one of the 20 most creative people in insurance and has over 20 years of life insurance industry experience going from agent, to home office executive and now as a thought leader for insurance industry innovation. In this episode learn: 1.  Ways to act on your ideas to innovate the insurance […]

Connecting in a Technology Driven World

Thom Singer has over 25 years of sales and marketing experience and is the Master of Ceremonies and Keynote for this year’s MDRT Top of the Table event.  We’ll be talking about connecting with people in a technology driven world. In this episode learn: 1.  Why social media isn’t a replacement for human to human networking. […]

Building Your Local Brand with Jonas Roeser

Jonas has been marketing in financial services for over a decade, focusing on lead generation and personal branding.  He’ll be sharing with us some tips on building your local brand. In this episode learn: 1.   How to use your email signature to generate business 2.  How to use LinkedIn for local referrals 3.  How you can use […]